+591.6%
DG vs UEC
+135.3%
+456.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | -0.2% |
| 7D | +0.3% | -3.8% | +4.0% | +0.5% |
| 30D | +3.2% | -13.5% | +16.7% | +3.8% |
| 3M | +10.4% | -40.5% | +50.9% | +13.1% |
| 6M | +33.2% | -56.7% | +89.8% | +38.1% |
| YTD | +3.0% | -43.0% | +46.0% | +4.5% |
| 1Y | +31.2% | -42.5% | +73.8% | +33.0% |
| 3Y | +21.8% | +11.6% | +10.3% | +16.5% |
| 5Y | -35.0% | +21.8% | -56.7% | -40.0% |
| 10Y | +106.0% | +623.9% | -517.9% | +60.3% |
| All | +591.6% | +135.3% | +456.3% | +399.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling